A Golden Pass Delay Would Bend, Not Break Bullish ‘25 View
Bloomberg recently reported that Golden Pass LNG’s start date could slip from 1H25 to 2H25. This development would cut East…
Williams
Without LEG, Williams Loses Kick to 2024 Earnings
A delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams $20MM in earnings this year, according to…
Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast Fracs
Moss Lake Partners’ proposed DeLa Express pipeline could shake up NGL markets by moving supply directly to fractionators and export…
FTC Request Delays CHK-SWN Merger
Chesapeake (CHK) and Southwestern Energy (SWN) have postponed the closing date of their E&P merger following an information request from…
ET Spat Sweeps the LEG Project Off Schedule
Williams (WMB) has delayed the in-service date for its Louisiana Energy Gateway (LEG) pipeline amid a legal dispute with Energy…
EQT-Equitrans Merger Heralds Asset Sales Ahead
EQT will acquire Equitrans Midstream for $5.5B in stock. The merger will create an opportunity for companies to pick up…
Chesapeake Puts 1 Bcf/d of Production on Hold
Chesapeake will pull back on drilling and new well starts in response to low natural gas prices. CHK is one…
The Case for Upside from a CHK–SWN Combo
The Chesapeake-Southwestern merger could be good or bad news for midstream companies, depending how a few factors break. East Daley…
Is $17B CHK – SWN Deal Good for Midstream? The Bear Case
Chesapeake and Southwestern Energy will merge and create the largest US natural gas producer. EDA expects the deal to shift…
Williams Deal Spotlights Value of Gas Storage
Williams (WMB) is acquiring six Gulf Coast storage facilities, an asset class East Daley expects to grow in value as…